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Client Relationships
Sample Client Review Meeting Letter
Access a sample client review meeting letter!
Client Relationships
How advisors can influence change in client behaviors
Sometimes, simply educating people about how to save and budget isn’t enough to incentivize healthy choices with their money. There are deeper, more advanced strategies that advisors can use to help clients improve their financial security and wellness.
Client Relationships
Money mindset: Advising millennials
This is the second of four episodes over the year where we’ll explore the “money mindset” of some unique groups that advisors serve. When most people think of millennials, they think of digital natives who spend their money on travel and love avocado toast.
Client Relationships
Leadership is learned: Leading your practice to better productivity and client engagement
Leadership in the workplace used to be largely about people management. In today’s workplace, being an effective leader involves so much more. Where should you be putting your focus so that your employees (and your clients, too) see you as a leader?
Client Relationships
Overcoming client objections
Objection handling is a communication skill that many financial advisors struggle with – whether it’s with recommendations for existing clients or prospective clients dragging their feet. How do you put established habits and status quo bias aside to overcome objections in your practice?
Client Relationships
How a high EQ can lead to sales success
Your IQ, your intellect and your hard skills get you in the door with clients and prospects. Keeping in tune with your clients over time is another task in itself, requiring you to leverage your emotional acumen to maintain success.
Sustainable Investing
ESG: Doing well and doing good with your portfolio
In this podcast, we explore ESG investing, why its popularity has grown, the role it plays in a portfolio and what actions advisors can take to implement socially-responsible directives for their clients.
Sustainable Investing
Jim Patrick on the Future of Impact
Jim Patrick provides his insights on the future of impact investing at the Envestnet Advisor Summit.
Client Relationships
Advisor2Advisor: William Schiffman & Jason Ray
Advisors William Schiffman & Jason Ray talk about what they are hearing from clients in this quick 2-minute interview.
Sustainable Investing
Societal Impact vs. Financial Return: A Case of “Either/Or” No More
Many investors who find impact investing potentially appealing have at the same time struggled with a notion that investing for the “greater good” will always be “concessionary,” that is, accompanied by some loss of financial performance.